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Donald Smith & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Donald Smith & Co’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,000
Closed -$1.05M – 66
2020
Q3 		$1.05M Buy
+7,000
New +$1.05M 0.05% 61

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Donald Smith & Co's IWM Position: Q4 2020 in Review

Donald Smith & Co sold out of iShares Russell 2000 ETF (IWM) in Q4 2020, closing a stake of 7,000 shares — an estimated $1.05M sold.

Donald Smith & Co first reported a position in IWM in Q3 2020 and held it in 1 quarter. The position peaked at $1.05M in Q3 2020. 1,750 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • Donald Smith & Co reported no remaining iShares Russell 2000 ETF position as of Q4 2020 after selling out during the quarter.
  • Donald Smith & Co sold 7,000 iShares Russell 2000 ETF shares in Q4 2020, an estimated $1.05M.
  • Donald Smith & Co first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 1 quarter.
  • Donald Smith & Co's iShares Russell 2000 ETF position peaked at $1.05M in Q3 2020.
  • 1,750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Donald Smith & Co's 13F filing for Q4 2020, filed 10 Feb 2021.